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CVA Family Office’s Vanguard Morningstar Mega Cap Growth ETF MGK Stock Holding History

CVA Family Office’s Portfolio MGK Stock Details MGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$781K Sell
8,890
-230
-3% -$19.6K 0.07% 153
2026
Q1 		$670K Buy
9,120
+5
+0.1% +$393 0.07% 156
2025
Q4 		$753K Buy
9,115
+5
+0.1% +$411 0.09% 127
2025
Q3 		$733K Buy
9,110
+1,820
+25% +$140K 0.09% 130
2025
Q2 		$534K Buy
7,290
+475
+7% +$31.3K 0.08% 159
2025
Q1 		$421K Sell
6,815
-695
-9% -$46.9K 0.06% 184
2024
Q4 		$516K Buy
7,510
+5
+0.1% +$337 0.08% 156
2024
Q3 		$483K Buy
7,505
+10
+0.1% +$624 0.08% 151
2024
Q2 		$471K Sell
7,495
-850
-10% -$49.6K 0.08% 142
2024
Q1 		$478K Buy
8,345
+2,000
+32% +$110K 0.09% 150
2023
Q4 		$329K Buy
+6,345
New +$308K 0.06% 178
2023
Q3 		– Sell
-75
Closed -$3.53K – 667
2023
Q2 		$3.53K Hold
75
– – ﹤0.01% 841
2023
Q1 		$3.07K Hold
75
– – ﹤0.01% 827
2022
Q4 		$2.58K Hold
75
– – ﹤0.01% 804
2022
Q3 		$3K Hold
75
– – ﹤0.01% 784
2022
Q2 		$3K Hold
75
– – ﹤0.01% 801
2022
Q1 		$4K Hold
75
– – ﹤0.01% 800
2021
Q4 		$4K Buy
+75
New +$3.8K ﹤0.01% 780
2021
Q3 		– Sell
-75
Closed -$3K – 666
2021
Q2 		$3K Hold
75
– – ﹤0.01% 843
2021
Q1 		$3K Buy
+75
New +$3.09K ﹤0.01% 681

Other funds holding MGK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CVA Family Office's MGK Position: Q2 2026 in Review

CVA Family Office reduced its Vanguard Morningstar Mega Cap Growth ETF (MGK) stake by 2.5% in Q2 2026, selling an estimated $19.6K and leaving 8,890 shares worth $781K. The position accounts for 0.07% of the portfolio, ranked #153.

CVA Family Office first reported a position in MGK in Q1 2021 and has held it in 20 quarters since. 1,015 funds tracked by Wall St. Rank hold MGK as of Q2 2026.

  • CVA Family Office held 8,890 shares of Vanguard Morningstar Mega Cap Growth ETF worth $781K as of Q2 2026.
  • CVA Family Office sold 230 Vanguard Morningstar Mega Cap Growth ETF shares in Q2 2026, an estimated $19.6K.
  • Vanguard Morningstar Mega Cap Growth ETF made up 0.07% of CVA Family Office's portfolio in Q2 2026, its #153 holding.
  • CVA Family Office first reported a position in Vanguard Morningstar Mega Cap Growth ETF in Q1 2021 and has held it in 20 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Vanguard Morningstar Mega Cap Growth ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.